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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
626
ETF Store
Kansas
$467K -$89.4K -3,630 -16%
RPA
627
Rock Point Advisors
Vermont
$463K +$1.63K +66 +0.4%
AC
628
Addison Capital
Pennsylvania
$461K +$461K +18,730 New
APG
629
Abacus Planning Group
South Carolina
$456K +$985 +40 +0.2%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$455K +$246 +10 +0.1%
RDWM
631
Red Door Wealth Management
Tennessee
$455K +$295 +12 +0.1%
PD
632
Planning Directions
Pennsylvania
$450K +$739 +30 +0.2%
CCA
633
Criterion Capital Advisors
Tennessee
$446K -$2.31K -94 -0.5%
GWANC
634
Guardian Wealth Advisors (North Carolina)
North Carolina
$445K +$591 +24 +0.1%
VCP
635
Vista Capital Partners
Oregon
$444K -$324K -13,142 -42%
SMA
636
Seven Mile Advisory
New Jersey
$443K – – –
TP
637
Tranquility Partners
Tennessee
$441K – – –
VFA
638
Valeo Financial Advisors
Indiana
$440K -$88.3K -3,788 -17%
Vanguard Group
639
Vanguard Group
Pennsylvania
$440K +$158K +6,402 +56%
IAA
640
Independent Advisor Alliance
North Carolina
$436K +$176K +7,166 +68%
MOS
641
MGO One Seven
Ohio
$434K -$376K -15,262 -46%
SEM
642
Strategic Equity Management
Arizona
$431K +$431K +17,524 New
JWM
643
Jeppson Wealth Management
California
$431K -$3.69K -150 -0.8%
CAG
644
Curtis Advisory Group
California
$429K +$91.1K +3,700 +27%
TWA
645
Trellis Wealth Advisors
California
$429K – – –
GVAG
646
Great Valley Advisor Group
Delaware
$428K +$13.1K +532 +3%
EAM
647
Evanson Asset Management
California
$426K +$936 +38 +0.2%
IW
648
Imprint Wealth
South Carolina
$425K +$425K +17,432 New
CG
649
Caprock Group
Idaho
$424K -$3.25K -132 -0.8%
HT
650
Heritage Trust
Oklahoma
$423K – – –
24 25
26
27 28